WP Advisors’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,966
-555
| -22% | -$68.8K | 0.07% | 106 |
|
|
2025
Q1 | $249K | Buy |
2,521
+10
| +0.4% | +$987 | 0.08% | 101 |
|
|
2024
Q4 | $280K | Sell |
2,511
-100
| -4% | -$11.1K | 0.09% | 86 |
|
|
2024
Q3 | $251K | Sell |
2,611
-2,926
| -53% | -$282K | 0.09% | 88 |
|
|
2024
Q2 | $550K | Buy |
5,537
+311
| +6% | +$30.9K | 0.18% | 73 |
|
|
2024
Q1 | $639K | Sell |
5,226
-228
| -4% | -$27.9K | 0.21% | 72 |
|
|
2023
Q4 | $492K | Sell |
5,454
-604
| -10% | -$54.5K | 0.18% | 71 |
|
|
2023
Q3 | $491K | Buy |
6,058
+250
| +4% | +$20.3K | 0.2% | 69 |
|
|
2023
Q2 | $519K | Buy |
5,808
+952
| +20% | +$85K | 0.21% | 67 |
|
|
2023
Q1 | $486K | Sell |
4,856
-199
| -4% | -$19.9K | 0.2% | 70 |
|
|
2022
Q4 | $439K | Sell |
5,055
-2,872
| -36% | -$250K | 0.2% | 74 |
|
|
2022
Q3 | $748K | Buy |
7,927
+203
| +3% | +$19.2K | 0.34% | 55 |
|
|
2022
Q2 | $729K | Buy |
7,724
+274
| +4% | +$25.9K | 0.32% | 59 |
|
|
2022
Q1 | $1.02M | Buy |
7,450
+398
| +6% | +$54.6K | 0.42% | 49 |
|
|
2021
Q4 | $1.09M | Buy |
7,052
+317
| +5% | +$49.1K | 0.46% | 47 |
|
|
2021
Q3 | $1.14M | Hold |
6,735
| – | – | 0.47% | 46 |
|
|
2021
Q2 | $1.18M | Buy |
6,735
+87
| +1% | +$15.3K | 0.49% | 40 |
|
|
2021
Q1 | $1.23M | Buy |
6,648
+128
| +2% | +$23.6K | 0.53% | 37 |
|
|
2020
Q4 | $1.18M | Buy |
6,520
+28
| +0.4% | +$5.07K | 0.57% | 36 |
|
|
2020
Q3 | $805K | Buy |
6,492
+180
| +3% | +$22.3K | 0.49% | 40 |
|
|
2020
Q2 | $704K | Buy |
6,312
+296
| +5% | +$33K | 0.5% | 31 |
|
|
2020
Q1 | $581K | Buy |
6,016
+1,441
| +31% | +$139K | 0.56% | 22 |
|
|
2019
Q4 | $662K | Buy |
4,575
+50
| +1% | +$7.24K | 0.68% | 25 |
|
|
2019
Q3 | $590K | Buy |
4,525
+477
| +12% | +$62.2K | 0.68% | 25 |
|
|
2019
Q2 | $565K | Buy |
4,048
+2,330
| +136% | +$325K | 0.63% | 27 |
|
|
2019
Q1 | $1.91K | Buy |
+1,718
| New | +$1.91K | 0.21% | 59 |
|
|
2018
Q4 | – | Sell |
-1,751
| Closed | -$205K | – | 107 |
|
|
2018
Q3 | $205K | Sell |
1,751
-177
| -9% | -$20.7K | 0.19% | 59 |
|
|
2018
Q2 | $202K | Buy |
+1,928
| New | +$202K | 0.19% | 61 |
|
|
2018
Q1 | – | Sell |
-1,901
| Closed | -$204K | – | 57 |
|
|
2017
Q4 | $204K | Buy |
+1,901
| New | +$204K | 0.2% | 60 |
|
|
2017
Q2 | – | Sell |
-1,804
| Closed | -$205K | – | 72 |
|
|
2017
Q1 | $205K | Buy |
+1,804
| New | +$205K | 0.13% | 66 |
|